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Truist Financial

1,557 hedge funds and large institutions have $40.1B invested in Truist Financial in 2025 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 632 increasing their positions, 598 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $605M | Put options by funds: $379M

10% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 106

1.83% more ownership

Funds ownership: 73.04%74.86% (+1.8%)

6% more repeat investments, than reductions

Existing positions increased: 632 | Existing positions reduced: 598

1% less funds holding

Funds holding: 1,5691,557 (-12)

6% less capital invested

Capital invested by funds: $42.6B → $40.1B (-$2.46B)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
1,557
Holders Change
-12
Holders Change %
-0.76%
% of All Funds
20.87%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.17%
New
117
Increased
632
Reduced
598
Closed
106
Calls
$605M
Puts
$379M
Net Calls
+$226M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
301
M&T Bank
New York
$7.03M -$460K -10,321 -6%
PI
302
PineBridge Investments
New York
$7.01M +$7.59M +170,344 New
QCM
303
QRG Capital Management
Illinois
$7M -$1.87K -42 -0%
HCMT
304
Highland Capital Management (Tennessee)
Tennessee
$6.91M -$87.6K -1,967 -1%
ATC
305
Argent Trust Co
Tennessee
$6.84M +$97.5K +2,189 +1%
ZBNA
306
Zions Bancorporation, National Association
Utah
$6.82M +$7.38M +165,706 New
AAS
307
Avantax Advisory Services
Texas
$6.79M +$290K +6,511 +4%
VIM
308
Vinva Investment Management
Australia
$6.72M +$1.35M +30,374 +22%
Caisse de Depot et Placement du Quebec (CDPQ)
309
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.71M -$42.1M -945,436 -85%
Pathstone Holdings
310
Pathstone Holdings
New Jersey
$6.7M -$133K -2,996 -2%
NAM
311
Nissay Asset Management
Japan
$6.66M +$29.1K +653 +0.4%
OPTFSNA
312
Old Point Trust & Financial Services N A
Virginia
$6.65M -$214K -4,809 -3%
AOWM
313
Alpha Omega Wealth Management
Virginia
$6.63M -$415K -9,320 -5%
DPL
314
Danica Pension Livsforsikrings
$6.63M -$4.47M -100,362 -38%
LA
315
LBP AM
France
$6.59M -$299K -6,703 -4%
CA
316
Continental Advisors
Utah
$6.57M
CWM
317
CIBC World Markets
New York
$6.55M -$3.64M -81,597 -34%
AF
318
Alerus Financial
North Dakota
$6.55M +$6.37M +142,894 New
SSA
319
Schonfeld Strategic Advisors
New York
$6.55M -$829K -18,618 -10%
RIP
320
Reliant Investment Partners
North Carolina
$6.51M -$14.6K -328 -0.2%
QCM
321
Quantinno Capital Management
New York
$6.5M +$2.67M +59,858 +61%
DSA
322
Davis Selected Advisers
Arizona
$6.44M +$492K +11,052 +8%
ASN
323
Advisory Services Network
Georgia
$6.38M +$157K +3,517 +2%
KWM
324
Kingsview Wealth Management
Oregon
$6.36M -$33.3K -748 -0.5%
SOADOR
325
State of Alaska Department of Revenue
Alaska
$6.34M +$125K +2,800 +2%

TFC Hedge Fund Activity: Q1 2025 in Review

1,557 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q1 2025, worth a combined $40.1B — down 5.8% from $42.6B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new TFC positions and 106 closed out — a net gain of 11 holders — while 632 added to existing stakes and 598 trimmed.

The largest buyer was Capital International Investors, adding an estimated $625M. The largest seller was JP Morgan Chase, cutting an estimated $542M.

  • 1,557 institutional investors held Truist Financial (TFC) as of Q1 2025, down from 1,569 in Q4 2024.
  • Funds reported $40.1B of Truist Financial stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 117 funds opened new Truist Financial positions in Q1 2025 and 106 closed out, a net change of +11 holders.
  • The largest Truist Financial buyer in Q1 2025 was Capital International Investors, an estimated $625M added.
  • The largest Truist Financial seller in Q1 2025 was JP Morgan Chase, an estimated $542M sold.

Based on aggregated 13F filings for Q1 2025.